Liabilities / Assets
84th percentile
Higher debt load relative to assets than 84% of similar nonprofits.
Louisiana Trustee Education Council
EIN 84-1640619 • 501(c)6 • Slidell, LA
Profile
Public pension trustee education
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.27x
Liabilities / Revenue
88th percentile
Higher debt load relative to revenue than 88% of similar nonprofits.
Net Margin
51st percentile
Higher net margin than 51% of similar nonprofits.
Top Officer Pay
83rd percentile
Higher top officer pay than 83% of similar nonprofits.
Top officer pay equals 32.1% of source-year revenue.
Asset Growth
54th percentile
Faster asset growth than 54% of similar nonprofits.
Revenue Growth
44th percentile
Faster revenue growth than 44% of similar nonprofits.
Balance Sheet
Assets
Up$73,869
Up $293 (+0.4%) from 2023
Liabilities
Down$20,011
Down $520 (-2.5%) from 2023
Net Assets
Up$53,858
Up $813 (+1.5%) from 2023
Revenue
Down$68,542
Down $2,899 (-4.1%) from 2023
Expenses
Down$67,729
Down $3,820 (-5.3%) from 2023
Net Income
Up$813
Up $921 (+853%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $73,869
- Liabilities
- $20,011
- Net assets
- $53,858
- Revenue
- $68,542
- Expenses
- $67,729
- Net income
- $813
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Aug 8, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $68,542
Mission and Program Overview
Mission
Pension trustee educationfiduciary resp
Public pension trustee education
Program Services
| Description | Grants | Expenses |
|---|---|---|
| 1) LATEC IS A BUSINESS ASSOCIATION INCORPORATED IN LOUISIANA AS A NON-PROFIT ORGANIZATION. LATEC CONDUCTS 8 MTGS A YEAR FOR TRUSTEE EDUCATION WITH APPROX. 40 ATTENDEES FROM PUBLIC | - | $21,861 |
| PENSION BOARDS/STAFFS OF PENSION FUNDS AND FIDUCIARIES TO FACILITATE EDUCATION ON A VARIETY OF PENSION RELATED TOPICS SUCH AS ASSET MGT/INVESTMENTS, FIDUCIARY RESPONSIBILITYÐICS | - | $0 |
| AND LOUISIANA LAWS. 2) LATEC ALSO CONDUCTS A 3 DAY CONFERENCE ATTENDED BY 250-300 TRUSTEES/STAFF OF PENSION FUNDS, INVESTMENT ADVISORS, ATTORNEYS, CONSULTANTS & OTHERS (CONTINUED) | - | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| FRANK JOBERT JR | Executive Director | FT | $21,996 | - | $21,996 |
| PEGGY MELANCON | Executive Assistant | PT | $9,000 | - | $9,000 |
| PATRICIA CAMPBELL | Treasurer | PT | $5,400 | - | $5,400 |
| RICHARD HAMPTON JR | President | - | $0 | - | - |
| THEODORE SANDERS | Vice President | - | $0 | - | - |
| JESSE EVANS | Secretary | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Louisiana Trustee Education Council
- EIN
- 84-1640619
- In Care Of
- % FRANK L JOBERT JR
- Phone
- 9856438393
- Address
- 49 INLET DRIVE, SLIDELL, LA 70458
Signing Officer
- Name
- Frank L Jobert Jr
- Title
- Executive Director
- Phone
- 9856438393
- Signed
- 2025-08-08
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Charles P Dennis Jr CPA
- Address
- 700 GAUSE BLVD SUITE 205, Slidell, LA 70458
- Preparer
- Charles P Dennis Jr CPA
- Phone
- 9853268260
Supplemental Narrative
Additional Explanations
Description of other expenses Part I line 16
“Description AmountANNUAL FILING FEE 15BANK AND CREDIT CARD FEES 996BOARD MEETING MILEAGE REIMBURSEMENT 1,438SBA ECONOMIC INJURY DISASTER LOAN P 1,128”
Description of total liabilities Part II line 26
“Category Beginning of Year End of YearSBA / EIDL LOAN PAYABLE 20,531 20,011”
Part I response or note to any other line in Part I
“Part iii - statement of program - continued in the financial community to further knowledge, and award continuing education credit on mandated topics. 3)latec also hosts an annual networking event attended by 75-100 investors & affiliated business members to facilitate face to face communication in furtherance of pension trustee education & training on an on-going basis in accord with louisiana statutes mandating 16 hours of trustee education each calendar year. Part i form 990-ez 2022 general information lines 3, 9 and 11 in 2022 business returned to normal (post covid-19) and latec resumed monthly business meetings and presentations throughout the year and we were able to provied member services. Latec was also able to conduct its annual fiduciary education conference with apporoximately 250-300 attendees. We were able to resume the awarding of trustee education credits in accord with louisiana revised statutes and revenues and expenses returned to pre-covid-19 levels.”
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | PENSION BOARDS/STAFFS OF PENSION FUNDS AND FIDUCIARIES TO FACILITATE EDUCATION ON A VARIETY OF PENSION RELATED TOPICS SUCH AS ASSET MGT/INVESTMENTS, FIDUCIARY RESPONSIBILITYÐICS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | AND LOUISIANA LAWS. 2) LATEC ALSO CONDUCTS A 3 DAY CONFERENCE ATTENDED BY 250-300 TRUSTEES/STAFF OF PENSION FUNDS, INVESTMENT ADVISORS, ATTORNEYS, CONSULTANTS & OTHERS (CONTINUED) |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Category Beginning of Year End of YearSBA / EIDL LOAN PAYABLE 20,531 20,011 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PART III - STATEMENT OF PROGRAM - CONTINUED IN THE FINANCIAL COMMUNITY TO FURTHER KNOWLEDGE, AND AWARD CONTINUING EDUCATION CREDIT ON MANDATED TOPICS. 3)LATEC ALSO HOSTS AN ANNUAL NETWORKING EVENT ATTENDED BY 75-100 INVESTORS & AFFILIATED BUSINESS MEMBERS TO FACILITATE FACE TO FACE COMMUNICATION IN FURTHERANCE OF PENSION TRUSTEE EDUCATION & TRAINING ON AN ON-GOING BASIS IN ACCORD WITH LOUISIANA STATUTES MANDATING 16 HOURS OF TRUSTEE EDUCATION EACH CALENDAR YEAR. PART I FORM 990-EZ 2022 GENERAL INFORMATION LINES 3, 9 AND 11 IN 2022 BUSINESS RETURNED TO NORMAL (POST COVID-19) AND LATEC RESUMED MONTHLY BUSINESS MEETINGS AND PRESENTATIONS THROUGHOUT THE YEAR AND WE WERE ABLE TO PROVIED MEMBER SERVICES. LATEC WAS ALSO ABLE TO CONDUCT ITS ANNUAL FIDUCIARY EDUCATION CONFERENCE WITH APPOROXIMATELY 250-300 ATTENDEES. WE WERE ABLE TO RESUME THE AWARDING OF TRUSTEE EDUCATION CREDITS IN ACCORD WITH LOUISIANA REVISED STATUTES AND REVENUES AND EXPENSES RETURNED TO PRE-COVID-19 LEVELS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other expenses Part I line 16 |
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| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Part I response or note to any other line in Part I |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
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| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LOUI |
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| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
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| ReturnHeader/ReturnTs | 0 | 2025-08-08T18:28:00-04:00 |
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| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
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Document Assets
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